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iShares Russell 1000 Value ETF

1,893 hedge funds and large institutions have $57.2B invested in iShares Russell 1000 Value ETF in 2026 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 582 increasing their positions, 702 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

6% less funds holding in top 10

Funds holding in top 10: 108101 (-7)

17% less repeat investments, than reductions

Existing positions increased: 582 | Existing positions reduced: 702

61% less call options, than puts

Call options by funds: $117M | Put options by funds: $298M

Holders
1,893
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
101
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$117M
Puts
$298M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
1051
Capital Investment Advisory Services
North Carolina
$710K
CHAM
1052
Clear Harbor Asset Management
Connecticut
$707K
BWFA
1053
Baltimore-Washington Financial Advisors
Maryland
$705K
KFC
1054
Klingenstein Fields & Co
New York
$704K
JAA
1055
Joel Adams & Associates
North Carolina
$704K
FA
1056
Fountainhead AM
New Jersey
$701K
MWM
1057
Melfa Wealth Management
Massachusetts
$700K
FFWA
1058
Forthright Family Wealth Advisory
Texas
$694K
BRWA
1059
B. Riley Wealth Advisors
Florida
$692K
RPGK
1060
Retirement Planning Group (Kansas)
Kansas
$692K
GSWM
1061
Greenup Street Wealth Management
Michigan
$691K
FRA
1062
Front Row Advisors
California
$690K
KHCM
1063
Kirtland Hills Capital Management
Ohio
$689K
RMDI
1064
R.M. Davis Inc
Maine
$686K
CAL
1065
Capital Analysts LLC
Pennsylvania
$684K
TF
1066
Tudor Financial
Ohio
$684K
TA
1067
TrueWealth Advisors
Alabama
$683K
HIS
1068
Harvest Investment Services
Illinois
$681K
MFC
1069
Morris Financial Concepts
South Carolina
$679K
EI
1070
EFG International
$673K
WSA
1071
Wealth Science Advisors
Georgia
$672K
WTB
1072
Washington Trust Bank
Washington
$672K
PWP
1073
Perfromance Wealth Partners
Illinois
$671K
RWM
1074
Rialto Wealth Management
New York
$670K
AWM
1075
AAF Wealth Management
Massachusetts
$669K